Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$689K Sell
2025
Q2
$770K Sell
2025
Q1
$402K Sell
2024
Q4
$572K Buy
2024
Q3
$392K Buy
2024
Q2
$354K Buy
2024
Q1
$237K Buy
2023
Q4
$190K Buy
2023
Q3
$115K Buy
2023
Q2
$176K Buy
2023
Q1
$99.4K Buy